Videos tagged 'www.appliedsystems.com'
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EpochBoards - 3x3x3 Challenge with Mishael Miller
EpochBoards automates client reporting across brokerages, helping teams save time, standardize output, and turn every client conversation from reporting into advising. What is EpochBoards? Most brokerages don't actually have a data problem, they have a bandwidth problem and a reporting problem....
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Bnchmrk - 3x3x3 Challenge with Sarah Lynch
Bnchmrk delivers instant, validated employee benefits benchmarking using real-time data from 65,000+ plans. No guesswork, no delays. Built for brokers, HR leaders, and analysts who need answers fast. Transcript: What is Bnchmrk? Bnchmrk is a data-driven employee benefits intelligence platform ...
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NavMD - 3x3x3 Challenge with Glenn Fisher
Empowers benefit advisors with tools to stand-out in a competitive market and give account teams 40% more time -- Win more business, extend the life time value of a client and save time! Transcription: What is NavMD? We're a technology company that gives advisors, TPAs, captives, and stop-loss...
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ThreeFlow - 3x3x3 Challenge with Rich Perrott
Leverage unique data and implement predictable renewal and go-to-market workflows to gain a competitive edge, drive growth, and deliver better client outcomes. What is ThreeFlow? ThreeFlow is a benefits placement system. We help brokers simplify the renewal and RFP process through a tech-first ...
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Claros Analytics - 3x3x3 Challenge with Julia Dare
Claros Analytics builds next-generation predictive analytics applications that allow advisors to model the risk and reward of plan design changes and self-funding, even with limited data on the group. Transcription: What is Claros Analytics? So, Claros Analytics is an actuarial software compan...